Best small cap mutual funds to invest in 2019

THE ECONOMIC TIMES Fri, Jun 21, 2019 | 08:11 AM IST Mutual Funds Newsletter

Best small cap mutual funds to invest in 2019 The small cap mutual fund category has offered negative returns in the last one year but you shouldn't write them off. What extra precautions are mutual funds taking after recent fiascos? A series of downgrades and defaults have shaken the confidence of the extra conservative investors, who bet on debt schemes for marginally higher after-tax returns. "We run Kotak Standard Multicap Fund with a large cap tilt," says Harsha Upadhyaya, CIO – equity, Kotak AMC If you look at past trends, I would say both sector allocation and stock selection have delivered positive attribution for the fund. 'Don't skip taxation, inflation, loads while planning for retirement' Talking to the participants at the ET wealth Investment Workshop, Billimoria said investors should work with real numbers. Best aggressive hybrid mutual funds to invest in 2019 Aggressive hybrid schemes are mandated to invest 65-80 per cent of their corpus in equity and 20-35 per cent of the corpus in debt. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 2.27 10.89 12.70 16.98 Mirae Asset Large Cap Fund Direct- Growth 1.12 7.57 11.62 16.63 JM Core 11 Direct Plan-Growth 0.01 7.26 7.68 16.52 Reliance Large Cap Fund Direct-Growth -0.74 6.74 11.35 15.92 Mirae Asset Large Cap Fund Regular- Growth 1.02 6.97 10.49 15.66 FeaturedMotilal Oswal Long Term Equity Fund Direct-Growth ★★★★★ 0.66 3.90 -1.53 16.20 Start SIP Markets have given good returns after every correction, says Harsha Upadhyaya Mutual fund managers and advisors believe that small and mid cap categories are poised to take off now. Aditya Birla Sun Life Pharma & Healthcare Fund: NFO review The new fund offer (NFO) will open for subscription on June 20 and it will close on July 4.

TERM OF THE WEEK Consumer Price Index A comprehensive measure used for estimation of price changes in a basket of goods and serv... read more

New Fund Offers Fund Name Category Type Open Close Min Inv Shriram Balanced Advantage Fund Reg-D Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Shriram Balanced Advantage Fund Direct-G Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Shriram Balanced Advantage Fund Reg-G Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Shriram Balanced Advantage Fund Direct-D Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Aditya Birla SL Pharma & Healthcare Fund Reg-D Equity: Sectoral-Pharma Open-ended 20 Jun 04 Jul 1000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Arbitrage-D Hybrid: Arbitrage Open-ended 21 Jun 2019 0.04 Aditya Birla SL Arbitrage Direct-D Hybrid: Arbitrage Open-ended 21 Jun 2019 0.05 Franklin India Dynamic Accrual-DQ Debt: Dynamic Bond Open-ended 21 Jun 2019 0.16 Franklin India Corporate Debt A-DQ Debt: Corporate Bond Open-ended 21 Jun 2019 0.07 Franklin India Low Duration-DQ Debt: Low Duration Open-ended 21 Jun 2019 0.13 * Funds with daily dividend distribution frequency options are excluded More >>

Weekly Mutual Funds Activity Date Equity ( Cr.) Debt ( Cr.) Gross Purchase Gross Sale Net Pur./Sale Gross Purchase Gross Sale Net Pur./Sale 19-06-2019 1823.65 1950.86 -127.21 8673.84 6524.33 2149.51 18-06-2019 2115.22 1591.75 523.47 8774.04 6181.88 2592.16 17-06-2019 3451.24 1897.48 1553.76 7601.78 7976.89 -375.11 14-06-2019 1400.07 1177.40 222.67 14867.97 9802.57 5065.40 13-06-2019 1746.58 1798.49 -51.91 8313.22 4291.82 4021.40 12-06-2019 1901.95 1615.14 286.81 13865.88 9415.97 4449.91 11-06-2019 1687.14 1532.88 154.26 9644.50 6292.44 3352.06 Click here to view all WMF >>

Top Mutual Funds of the week (5-Star Rating) Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio Equility Debt Edelweiss Government Securities Fund Direct-Growth 16.7261 1.89 126.60 - - 0.86 Reliance Gilt Securities Fund Direct-Growth 27.9813 1.55 925.04 - - 0.69 Reliance Gilt Securities Fund Institutional-Growth 26.4441 1.53 925.04 - - 1.59 Reliance Gilt Securities Fund -Growth 26.1797 1.53 925.04 - - 1.59 Reliance Income Fund Direct-Growth 65.5310 1.53 279.40 - - 0.87 Click here to view all TMFW (5 Star) >>

Top Mutual Funds (All Ratings) Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio Equility Debt HDFC Taxsaver Direct Plan-Growth 550.7530 -0.12 6916.74 - 1.40 HDFC Taxsaver-Growth 528.9100 -0.13 6916.74 - 1.98 Quantum Tax Saving Fund Direct-Growth 55.1600 -0.16 74.57 - 1.28 Quantum Tax Saving Regular - Growth 54.8700 -0.20 74.57 - 1.78 JM Tax Gain Direct Plan-Growth 18.7622 -0.21 29.87 - 2.70 Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS 3 Best Funds- Category Wise Top Tax Saving Schemes Schemes with Lowest Expense Ratio Top Performing Schemes Latest Dividends Schemes with Highest Risk Adjusted Returns Top Star Rated Schemes AUM Monitor Category Performance Exchange traded funds

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Exotic funds are a $40 bn time bomb ticking on D-Street

THE ECONOMIC TIMES Fri, Jun 21, 2019 | 02:47 AM IST ET Investment Opportunities

Exotic funds are a $40 bn time bomb ticking on D-Street Nothing grows this fast in finance without storing up trouble for the future. This market veteran says it's time for midcaps, smallcaps Brokerage HDFC Securities has joined a growing chorus to invest in smaller stocks. Indian capital markets rise through ranks in global order The Indian capital markets have moved up in the global pecking order over the past decade. From being one of the least favoured markets for corporate listing way back in, Indian exchanges have moved up the ranks significantly among emerging markets alongside Shanghai's SSE and Brazil's Bovespa. This is what a PwC survey has just found Stocks that grew Rs 1L investment into Rs 1 cr in 10 years Top brokerages say there is more steam left in these stocks.

Advertorial Why do Indian businesses prefer to remain small? UNIDO is the specialized agency of the United Nations that promotes industrial development for poverty reduction, inclusive globalization and environmental sustainability. Advertorial The enablers: These changemakers are helping millions, breaking barriers Across India, with their set of unique product offerings, many new age, tech-led players such as Payworld, ShopX and Shiprocket are playing an enabling role for MSMEs.

Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 2.27 10.89 12.70 16.98 Mirae Asset Large Cap Fund Direct- Growth 1.12 7.57 11.62 16.63 JM Core 11 Direct Plan-Growth 0.01 7.26 7.68 16.52 Reliance Large Cap Fund Direct-Growth -0.74 6.74 11.35 15.92 Mirae Asset Large Cap Fund Regular- Growth 1.02 6.97 10.49 15.66 FeaturedMotilal Oswal Focused 25 Fund Direct-Growth ★★★★★ 2.41 8.08 5.21 14.07 Start SIP

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Top fund manager says take money out of stocks now There's no immediate indicator of a return to sound earnings growth, says Shenoy. Paathshala: All about systematic withdrawal plans If you are a investor in a scheme, you can just activate the SWP option in the scheme, whenever you feel the need for regular cash flows. The high-flier whose stock never flew! Overall, the company has dues over Rs 36,500 crore but negligible assets to recover the same. Fund manager who predicted credit crunch sees fresh risks There is still a chance that two or three such risks can interact with one another.

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Move over trade war! Trump is gearing up for a currency war Finance ministers & central bankers have agreed that a currency war is in no one's interest. Checklist: 5 things to look at before buying a stock Value investor Abhishek Basumallick shares a quick 5-rule checklist that can help you spot the potential multibaggers.

Initial Public Offer (IPOs) IPO Name Offer Price Band Open Date Close Date   Anand Rayons Ltd. 27.00 18-06-2019 24-06-2019 Parshva Enterprises Ltd. 45.00 19-06-2019 21-06-2019 Earum Pharmaceuticals Ltd. 36.00 21-06-2019 26-06-2019 More >>

NFO (FMPs) Fund Name Category Type Open Close Min Inv   SBI FMP (FMP) - Series 9 (1178 Days) Direct-D Debt: FMP Closed-end 19 Jun 2019 24 Jun 2019 5,000 SBI FMP (FMP) - Series 9 (1178 Days) Direct-G Debt: FMP Closed-end 19 Jun 2019 24 Jun 2019 5,000 SBI FMP (FMP) - Series 9 (1178 Days) Reg-D Debt: FMP Closed-end 19 Jun 2019 24 Jun 2019 5,000 SBI FMP (FMP) - Series 9 (1178 Days) Reg-G Debt: FMP Closed-end 19 Jun 2019 24 Jun 2019 5,000 UTI Fixed Term Income Fund - Series XXXII - II (1111 Days) Direct-D Debt: FMP Closed-end 19 Jun 2019 03 Jul 2019 5,000 More >>

Real Estate News

NAREDCO calls for boost to rental housing in upcoming budget NARDECO has suggested that a 10-year tax holiday be given to real estate developers on profits earned from rental housing.

This state achieves only 11.4% target under PMAY-Urban Only 2.17 lakh units have been constructed in Maharashtra against the target of 19 lakh affordable houses by 2020.

Realty hot spot series: This Ahmedabad locality boasts of good social, retail infrastructure This week, we look at Prahlad Nagar in Ahmedabad. With numerous properties available under all budgets, here is all that that makes this locality a realty hot spot.

Brokerage issues to come under MahaRERA ambit The development cost or cost of construction of a project shall not include marketing and brokerage following the sale of apartments, states the latest amendment.

Maharashtra RERA: No advertisement expenses in construction costs Amended RERA rules ensure there is more money available for completion of projects.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Shriram Balanced Advantage Fund Reg-D Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 2019 28 Jun 2019 5,000 Shriram Balanced Advantage Fund Direct-G Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 2019 28 Jun 2019 5,000 Shriram Balanced Advantage Fund Reg-G Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 2019 28 Jun 2019 5,000 Shriram Balanced Advantage Fund Direct-D Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 2019 28 Jun 2019 5,000 Aditya Birla SL Pharma & Healthcare Fund Reg-D Equity: Sectoral-Pharma Open-ended 20 Jun 2019 04 Jul 2019 1,000 More >>

Views and Recommendations

Buy Eicher Motors, target Rs 24,947: ICICI Securities 20 June, 2019, 05:26 PM IST Eicher Motors is a largecap company, operating in auto sector. Buy Buy UPL, target Rs 1,220: HSBC 20 June, 2019, 05:09 PM IST UPL is a largecap company, operating in chemicals sector. Buy Buy Hindustan Unilever, target Rs 1,990: Sharekhan by BNP Paribas 20 June, 2019, 01:12 PM IST Hindustan Unilever is a largecap company, operating in personal care sector. Buy Hold Voltas, target Rs 584: Prabhudas Lilladher 20 June, 2019, 12:54 PM IST Voltas is a largecap company, operating in consumer durables sector. Hold

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